目 录
一、 近期出台政策解读：商业地产未受波及 ··············································· 1
二、 新政出台“商住倒挂”现象有望扭转 ··················································· 3
1. 楼市新政后，商业地产显现补涨行情 ······························································································ 4
2. 典型项目价格变化情况 ······················································································································· 4
3. 典型项目租金变化情况 ······················································································································· 5
4. 商业地产补涨行情原因分析 ··············································································································· 5
三、 撤场资金逐利，数千亿资金涌入商业地产 ············································ 6
1. 银行成立金融租赁公司，设专款投资商业地产 ·············································································· 6
2. 千亿游资涌入商业地产市场 ··············································································································· 7
四、 地产企业纷纷转战商业地产 ································································· 8
五、 物业价格和租金不会出现大幅波动 ······················································ 9
六、近几年市场变化情况及2010年发展预测 ················································· 10
1、近3年商户开店需求变化分析 ··································································································· 10
2、2008年与2009年供需对比分析 ································································································ 10
3、2010年供需面积预测··················································································································· 11
七、 展望和总结 ························································································ 12 

目 录
一、 近期出台政策解读：商业地产未受波及 ··············································· 1
二、 新政出台“商住倒挂”现象有望扭转 ··················································· 3
1. 楼市新政后，商业地产显现补涨行情 ······························································································ 4
2. 典型项目价格变化情况 ······················································································································· 4
3. 典型项目租金变化情况 ······················································································································· 5
4. 商业地产补涨行情原因分析 ··············································································································· 5
三、 撤场资金逐利，数千亿资金涌入商业地产 ············································ 6
1. 银行成立金融租赁公司，设专款投资商业地产 ·············································································· 6
2. 千亿游资涌入商业地产市场 ··············································································································· 7
四、 地产企业纷纷转战商业地产 ································································· 8
五、 物业价格和租金不会出现大幅波动 ······················································ 9
六、近几年市场变化情况及2010年发展预测 ················································· 10
1、近3年商户开店需求变化分析 ··································································································· 10
2、2008年与2009年供需对比分析 ································································································ 10
3、2010年供需面积预测··················································································································· 11
七、 展望和总结 ························································································ 12